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Focused investors/Makaira Partners

Makaira Partners - Makaira Partners LLC

As of Q4 2025, Makaira Partners reported 11 long-equity positions worth $127.9M in aggregate.

Copy-investor backtest

Full auditCompare with peers
Latest quarter
+13.61%
1-year
-6.34%
3-year
-0.64%
5-year
-32.73%
3-year vs S&P 500
-55.06%
5-year vs S&P 500
-87.54%
5-year top 5
-44.70%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 4 of 14 rows. Rows without a quote are marked unavailable.

1QVCALIBERTY INTERACTIVE CORP17.78%Add +92.9%5,879,337$117.65MNo quoteNo quote
2WAIRWESCO AIRCRAFT HLDG INC16.59%Add +1.9%8,175,308$109.79MNo quoteNo quote
3VMIVALMONT INDUSTRIES INC13.47%Reduce -0.7%662,445$89.15MNo quoteNo quote
4CDWCDW CORP12.67%Reduce -19.1%1,833,720$83.86M$45.73No quote
5ZBRAZEBRA TECHNOLOGIES CORP12.40%Reduce -13.9%1,179,162$82.08M$69.61No quote
6IRMIRON MTN INC9.50%Reduce -31.9%1,674,356$62.84MNo quoteNo quote
7COMMCOMMSCOPE HOLDING CO INC8.91%Add +27.3%1,959,129$58.99MNo quoteNo quote
8CACCCREDIT ACCEPTANCE CORP4.71%Reduce -24.4%155,000$31.17M$201.07No quote
9LVNTALIBERTY VENTURES2.50%Reduce -1.2%414,971$16.55MNo quoteNo quote
10MMSMAXIMUS INC1.18%Reduce -68.8%137,653$7.79M$56.56No quote
11CHUBKCOMMERCEHUB INC0.20%New82,183$1.31MNo quoteNo quote
12CHUBACOMMERCEHUB INC0.10%New41,092$649KNo quoteNo quote
14VRSNVERISIGN INC-Sold0$0No quoteNo quote
13CPLACAPELLA EDUCATION CO-Sold0$0No quoteNo quote